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iShares Agency Bond ETF

142 hedge funds and large institutions have $332M invested in iShares Agency Bond ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 143142 (-1)

1.5% less ownership

Funds ownership: 58.4%56.9% (-1.5%)

8% less capital invested

Capital invested by funds: $360M → $332M (-$27.5M)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

Holders
142
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
38
Reduced
56
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Avior Wealth Management
Nebraska
$2.8M +$2.87M +26,292 New
IA
27
IFP Advisors
Florida
$2.75M -$21.8K -199 -0.8%
BCM
28
Beaumont Capital Management
Massachusetts
$2.65M +$40.1K +367 +1%
PAG
29
Private Advisor Group
New Jersey
$2.59M -$102K -930 -4%
WI
30
WBI Investments
New Jersey
$2.59M -$225K -2,054 -8%
LPL Financial
31
LPL Financial
California
$2.58M -$43.6K -399 -2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.5M -$402K -3,677 -14%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.46M -$850K -7,771 -25%
HPC
34
HM Payson & Co
Maine
$2.45M
SB
35
Sunflower Bank
Texas
$2.45M +$1.24M +11,375 +98%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$2.44M +$142K +1,298 +6%
Nomura Asset Management
37
Nomura Asset Management
Japan
$2.28M +$2.34M +21,400 New
CI
38
Cambiar Investors
Colorado
$2.21M
JIR
39
James Investment Research
Ohio
$1.96M -$89.9K -822 -4%
KAS
40
Kestra Advisory Services
Texas
$1.76M +$48.2K +441 +3%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.52M -$177K -1,615 -10%
HH
42
Hilltop Holdings
Texas
$1.45M -$710K -6,493 -32%
RB
43
Renasant Bank
Mississippi
$1.45M -$14K -128 -0.9%
ACP
44
Ashfield Capital Partners
California
$1.26M -$49.4K -452 -4%
BRC
45
Bell Rock Capital
Delaware
$1.22M +$1.26M +11,485 New
SPC
46
Sigma Planning Corp
Michigan
$1.2M +$239K +2,182 +24%
GIM
47
Goelzer Investment Management
Indiana
$1.15M +$232K +2,125 +25%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.1M +$90.1K +824 +9%
CM
49
Columbus Macro
Pennsylvania
$1.06M +$332K +3,037 +44%
TSA
50
Tri-Star Advisors
Texas
$994K +$153K +1,404 +18%